Duke Energy

June 15, 2026

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Texas's June 23 Hearing Opens the Water Rulebook Before It Hardens

Duke Energy booked $1.58 billion in Q1 profit with 7.6 GW of data center load in its pipeline and 5 GW already under construction.

June 9, 2026

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Deliverable Demand Is the New Dividing Line in ERCOT's Queue

Duke Energy's spun up procurement subsidiaries ("ProCos") to lock transformer supply.

June 8, 2026

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Anchor Tenant, Signed Lease, Locked Power: ERCOT's New Cost of Entry

Contrast that with North Carolina's Ratepayer Protection Act, which would bar retiring any 100+ MW facility until the state approves a 1,000 MW nuclear plant Duke doesn't expect before 2036.

June 4, 2026

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Monterey Park Bans Datacenters by Ballot. Texas Cities Write Rules Instead.

North Carolina's SB 730 bans local tax incentives for datacenters while fast-tracking Duke's nuclear build.

April 25, 2026

North Carolina Gov. Josh Stein publicly attacked Duke Energy's $103 billion capex plan, accusing it of "shifting the cost of electricity from large industrial users onto the backs of regular people."

April 15, 2026

Duke Energy leads at $103 billion, followed by NextEra at $94 billion and Southern Company at $81 billion.

March 5, 2026

Brookfield took a $6 billion stake in Duke Energy Florida in August.

March 3, 2026

The project will generate 4,000 peak construction jobs and 300 permanent roles, joining a March deal wave that includes AMD's $100 billion supply agreement with Meta for up to 6 GW of AI capacity, Microsoft-Duke Energy power contracts covering 4.5 GW of committed generation, and Microsoft's 15-datacenter approval at the former Foxconn site in Wisconsin with $13 billion+ in taxable construction value.

March 1, 2026

In Spartanburg County, South Carolina, council killed TigerDC's tax incentive package for Project Spero after community opposition; FERC's December rejection of a 200 MW Duke Energy transmission line further complicates the project's grid access.

February 25, 2026

The U.S. Department of Energy issued an emergency order authorizing Duke Energy, PJM, and ERCOT to compel data centers to switch to backup generators.

February 16, 2026

A podcast discussion flagged Florida as an emerging datacenter destination, citing excess generation capacity, renewed sales tax exemptions through 2037 with a 100 MW qualifying threshold, and utility-filed large-load tariffs from Florida Power & Light and Duke Energy.

February 15, 2026

In Canton, North Carolina, aldermen unanimously approved a 12-month moratorium targeting the former Pactiv Evergreen paper mill site after learning Duke Energy was courting data center tenants.

February 11, 2026

Duke Energy's record $103 billion capital plan, driven by datacenter demand in its regulated territories, validates the load growth thesis but highlights the structural difference: regulated utilities socialize infrastructure costs, while ERCOT must attract merchant capital.

February 9, 2026

AWS showcased how Duke Energy used cloud-based AI to compress interconnection study timelines from months to hours, a tool with direct implications for ERCOT's backlogged queue.

February 8, 2026

Energy Secretary Chris Wright deployed multiple Section 202(c) emergency orders during Winter Storm Fern, explicitly authorizing ERCOT, PJM, and Duke Energy to tap behind-the-meter backup generation at data centers and large-load customers before or during Energy Emergency Alert Level 3 conditions.